Nishant Rana's Weblog

Use the Marketing only field to identify automatically generated marketing contact records – Dynamics 365 Marketing

The form-matching strategy defines what field(s) will be used to find the matching record.

Can be found at – Dynamics 365 Marketing >> Settings >> Lead Management >> Form Matching (Outbound)

We then associate the form-matching record with a marketing form.

So if a contact with the same email address is found, the record will be updated, if not then a new contact record will be created, on form submission.

Now to identify these auto-created contact records, we can make use of the out-of-the-box Marketing Only Boolean field. The system populates this field for the contact records created as part of marketing form submission.

We can find the field in the Contact form – Details tab >> Marketing Section.

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Omnichannel Real-time analytics reports (Preview) – Dynamics 365 Customer Service

The Real-time dashboard consists Summary, Ongoing conversation, Agent, and Voice report.

To enable it – Login into Customer Service Admin Center >> Operations >> Insights >> Report Settings >> Real-time Analytics (preview)

Enable it –

After a couple of minutes, we can see the Dashboard added to the Customer Service Workspace app.

Within the Summary, we can get the details of any ongoing conversation, KPIs, etc.

The ongoing conversation report shows the details of all the ongoing conversations

The agent shows all the real-time details about the agents

We can select an agent from Agent List and click on Details to show additional details about the agent.

Finally, the Voice report shows details specific to Voice Channel / Queues.

Get all the details here – Real-time analytics dashboards (preview)

Hope it helps..

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New look-and-feel model-driven apps: A comparison and my thoughts

Contact’s Originating Lead – originatingleadid is not valid for update – Dynamics 365 / Dataverse

Recently we were writing a plugin that on the creation of a lead updates the originating lead of a contact record. The value was neither getting updated nor we were getting any errors.It was after we spent a good amount of time debugging, realized that this field cannot be updated.So basically, we can specify a value for it during create of contact but cannot update it.

Hope it helps..

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How to – Identify Dynamics 365 Marketing Application App and its corresponding environment

We can easily identify the Marketing App and the environment in which it has been provisioned.

https://admin.powerplatform.microsoft.com/

We can find the unique name of the environment/organization suffixed with the name of the app i.e. Dynamics 365 Marketing Application for the configured app.

Navigate to the environment’s Advanced Settings >> Customizations >> Developer Resources

We can find the Unique Name of our organization there

Hope it helps..

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Handle HTTP request failures in Power Automate

Mohamed Ashiq Faleel

If the HTTP request you make in Power Automate cloud flow gets a 200 OK response, all is good but if the HTTP response has the status codes like 408 – Request Timeout, 429 – Too many requests, 522 – Connection Timeout, 404 – Not found, 400 – Bad request etc there is a problem which needs attention. This post will show you how to handle HTTP request failures using

Retry Policy
Custom Retry for requests which cannot be handled by Retry Policy
Take actions based on HTTP status code

Retry Policy:

A Retry Policy specifies how the action or trigger retries a request when the original request times out or fails. The retry policy handles the following HTTP status codes

408 – Request Timeout
429 – Too many requests
5xx – xx refers to any number like 500 – Internal server error, 503 – Service Unavailable, 522 – Connection…

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